Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.89K
+ 3.64%
$124K - $139K
111K $4.77M
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
3.85K
+ 0.51%
$123K - $138K
758K $32.6M
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
3.85K
+ 10.84%
$123K - $138K
39.3K $1.69M
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
3.61K
New
$115K - $129K
3.61K $155K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
3.4K
+ 6.18%
$108K - $122K
58.4K $2.51M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
3.34K
+ 2.59%
$107K - $120K
132K $5.69M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.26K
+ 7.41%
$104K - $117K
47.3K $2.03M
May 15, 2023 Q1 2023
Investmark Advisory Group LLC

BUY
 -
2.84K
+ 0.64%
$90.6K - $102K
443K $19.1M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.15K
New
$68.6K - $77.1K
2.15K $92.5K
May 10, 2023 Q1 2023
Gds Wealth Management

BUY
 -
2.05K
+ 24.11%
$65.2K - $73.3K
10.5K $453K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.88K
+ 12.1%
$59.9K - $67.3K
17.4K $748K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.8K
+ 1.26%
$57.5K - $64.6K
145K $6.23M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
1.62K
+ 1.23%
$51.7K - $58.1K
133K $5.72M
May 12, 2023 Q1 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
1.6K
+ 1.29%
$51.1K - $57.4K
126K $5.42M
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.58K
+ 0.44%
$50.3K - $56.5K
358K $15.4M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
1.55K
+ 18.73%
$49.4K - $55.5K
9.83K $423K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.47K
+ 11.04%
$47K - $52.8K
14.8K $637K
May 09, 2023 Q1 2023
Monograph Wealth Advisors, LLC

BUY
 -
1.43K
+ 0.21%
$45.5K - $51.1K
693K $29.8M
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
1.4K
New
$44.8K - $50.3K
1.4K $60.3K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.35K
+ 8.39%
$43.2K - $48.5K
17.5K $752K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
1.35K
+ 4.17%
$43K - $48.3K
33.7K $1.45M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
1.28K
+ 3.98%
$40.8K - $45.8K
33.4K $1.44M
Apr 10, 2023 Q1 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
1.28K
+ 0.9%
$40.7K - $45.7K
143K $6.13M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.27K
+ 2.36%
$40.6K - $45.6K
55.1K $2.37M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1.22K
+ 5.37%
$39K - $43.8K
24K $1.03M
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
1.08K
+ 2.5%
$34.4K - $38.6K
44.3K $1.9M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.07K
New
$34.1K - $38.3K
1.07K $46K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.01K
+ 4.42%
$32.3K - $36.3K
23.9K $1.03M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1K
+ 4.04%
$31.9K - $35.8K
25.7K $1.11M
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
985
+ 7.51%
$31.4K - $35.3K
14.1K $607K
May 15, 2023 Q1 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
908
+ 15.13%
$29K - $32.5K
6.91K $297K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
885
+ 14.04%
$28.2K - $31.7K
7.19K $309K
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
827
+ 5.34%
$26.4K - $29.6K
16.3K $701K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
811
+ 2.32%
$25.9K - $29.1K
35.8K $1.54M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
803
+ 8.61%
$25.6K - $28.8K
10.1K $435K
May 01, 2023 Q1 2023
Lauterbach Financial Advisors, LLC

BUY
 -
779
+ 0.26%
$24.9K - $27.9K
297K $12.8M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
711
+ 1.37%
$22.7K - $25.5K
52.6K $2.26M
Apr 14, 2023 Q1 2023
Asset Management Corp

BUY
 -
610
+ 6.64%
$19.5K - $21.9K
9.8K $422K
May 09, 2023 Q1 2023
Efficient Advisors, LLC

BUY
 -
573
+ 6.3%
$18.3K - $20.5K
9.66K $416K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
519
+ 0.33%
$16.6K - $18.6K
156K $6.71M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
462
+ 1.12%
$14.7K - $16.6K
41.8K $1.8M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
392
+ 1.49%
$12.5K - $14K
26.6K $1.15M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
329
+ 1.61%
$10.5K - $11.8K
20.8K $895K
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
312
+ 0.47%
$9.95K - $11.2K
66.7K $2.87M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
297
+ 3.57%
$9.47K - $10.6K
8.61K $370K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
265
+ 1.08%
$8.45K - $9.49K
24.7K $1.06M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
247
+ 0.4%
$7.88K - $8.85K
62.2K $2.67M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
236
+ 0.06%
$7.53K - $8.46K
392K $16.9M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
229
New
$7.31K - $8.21K
229 $9.85K

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